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Peirce Capital Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Peirce Capital Management’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.05M Sell
10,949
-243
-2% -$86.9K 1.49% 15
2026
Q1 		$3.59M Sell
11,192
-298
-3% -$100K 1.4% 15
2025
Q4 		$3.85M Sell
11,490
-53
-0.5% -$17.6K 1.53% 15
2025
Q3 		$3.79M Buy
11,543
+12
+0.1% +$3.79K 1.57% 15
2025
Q2 		$3.5M Buy
11,531
+7,595
+193% +$2.14M 1.55% 15
2025
Q1 		$1.08M Buy
3,936
+3,168
+413% +$920K 0.54% 17
2024
Q4 		$223K Sell
768
-449
-37% -$131K 0.11% 34
2024
Q3 		$345K Hold
1,217
– – 0.17% 29
2024
Q2 		$326K Sell
1,217
-1,950
-62% -$505K 0.17% 30
2024
Q1 		$823K Hold
3,167
– – 0.45% 19
2023
Q4 		$751K Buy
+3,167
New +$700K 0.45% 21

Other funds holding VTI

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Peirce Capital Management's VTI Position: Q2 2026 in Review

Peirce Capital Management reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 2.2% in Q2 2026, selling an estimated $86.9K and leaving 10,949 shares worth $4.05M. The position accounts for 1.49% of the portfolio, ranked #15.

Peirce Capital Management first reported a position in VTI in Q4 2023 and has held it in 11 quarters since. 2,089 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Peirce Capital Management held 10,949 shares of Vanguard Morningstar Total Stock Market ETF worth $4.05M as of Q2 2026.
  • Peirce Capital Management sold 243 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $86.9K.
  • Vanguard Morningstar Total Stock Market ETF made up 1.49% of Peirce Capital Management's portfolio in Q2 2026, its #15 holding.
  • Peirce Capital Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 11 quarters since.
  • 2,089 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Peirce Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.